| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Kaplan Howard Capital Management Group LLC | 1,900 | $663,424.36 | $764,427 | $101,002.64 | 15.22% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 10,025 | $4.62M | $3.92M | -$702,359.29 | -15.2% |
Kyle P. Smith NewEdge Wealth LLC | 33,535 | $14.65M | $13.1M | -$1.55M | -10.56% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 694 | $383,149.06 | $271,166.62 | -$111,982.44 | -29.23% |
Matthew Carney Nfj Investment Group LLC | 4 | $1,788.92 | $1,562.92 | -$226 | -12.63% |
| CAL CSM Advisors LLC CSM Advisors LLC | 14,367 | $6.65M | $5.61M | -$1.04M | -15.64% |
Matt Hunter Heartland Bank & Trust Co. | 2,016 | $604,606.22 | $787,711.68 | $183,105.46 | 30.29% |
| DM Dipen Mehta Invst LLC | 2,067 | $1.05M | $807,979.96 | -$243,048.52 | -23.12% |
Matthew Fong Seldon Capita LLP | 462 | $205,520.7 | $180,517.26 | -$25,003.44 | -12.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,027 | $1.85M | $1.57M | -$276,912.09 | -14.96% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 30 | $13,829.7 | $11,721.9 | -$2,107.8 | -15.24% |
Kasey Fegan Corsicana & Co. | 10 | $4,472.3 | $3,908.95 | -$563.35 | -12.6% |
| TCL Therese C.D. Linden Bank of New Hampshire | 12 | $5,531.88 | $4,191.24 | -$1,340.64 | -24.23% |
Joseph Castro Nuveen LLC | 2.62M | $1.3B | $1.02B | -$275.9M | -21.25% |
| WJD William Jeffrey Draper Strategic Planning Group LLC | 19,668 | $8.84M | $7.91M | -$924,389.43 | -10.46% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 400 | $226,544 | $156,358 | -$70,186 | -30.98% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 454 | $256,600.59 | $177,466.33 | -$79,134.26 | -30.84% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,478 | $2.72M | $2.91M | $185,396.09 | 6.81% |
Katie Smith Delos Wealth Advisors LLC | 208 | $113,029.28 | $81,306.16 | -$31,723.12 | -28.07% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 59 | $31,269.4 | $23,032.12 | -$8,237.28 | -26.34% |